2024-08-14T16:54:14-05:00 2024-03-31 MICHAEL BERRY CPA PO BOX 5045 CULVER CITY CA 902315045 990PF 2023-04-01 205634026 HAMILTON FAMILY FOUNDATION HAMI 3232521003 2360 MENDOCINO AVE A2317 SANTA ROSA CA 95403 SUSAN BRIN PRESIDENT, EXECUTIVE DIRECTOR 3232521003 2024-08-14 1 0 MICHAEL BERRY P00179412 3108382204 X 2023 2024-08-08 14:25:15Z X 1132289 X 53060 694 694 31707 31707 -10843 365502 36949 74618 69350 0 0 0 4300 0 4300 10292 10292 0 3396 521 75 180 150 30 18168 10963 4405 60000 60000 78168 10963 64405 -3550 58387 19683 29929 29929 196774 261 261 306171 264139 264139 478616 837960 837960 1001244 1132289 1132289 11102 45273 11102 45273 X 990142 1087016 990142 1087016 1001244 1132289 990142 -3550 100424 1087016 0 1087016 SANCTUARY WEALTH 2023-04-02 2024-03-31 95676 101596 -5920 -5920 SANCTUARY WEALTH 2022-04-01 2024-03-31 269060 226957 42103 42103 CAPITAL GAINS DIVIDENDS P 766 766 766 36949 812 0 812 0 812 2080 0 0 0 2080 0 1268 1268 0 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 0 0 0 0 1 N/A MARK HAMILTON 3232521003 2360 MENDOCINO AVE A2317 SANTA ROSA CA 95403 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 SUSAN BRIN 2360 MENDOCINO AVE A2317 SANTA ROSA CA 95403 DIRECTOR, PRESIDENT & EXC DIRECTOR 0.50 0 0 0 MARK HAMILTON 2360 MENDOCINO AVE A2317 SANTA ROSA CA 95403 DIRECTOR, CFO 0.50 0 0 0 BARBARA TAMBORSKI 2360 MENDOCINO AVE A2317 SANTA ROSA CA 95403 DIRECTOR 0.25 0 0 0 MARIE HAMILTON 2360 MENDOCINO AVE A2317 SANTA ROSA CA 95403 DIRECTOR, CHAIRPERSON & SECRETARY 0.50 0 0 0 BERNARD HAMILTON 2360 MENDOCINO AVE A2317 SANTA ROSA CA 95403 DIRECTOR 0.25 0 0 0 NONE 0 NONE 0 0 1001416 40532 29011 1070959 0 0 1070959 16064 1054895 52745 52745 812 812 51933 0 51933 0 51933 64405 0 64405 51933 0 0 10032 55452 49369 114853 64405 0 0 0 51933 12472 0 0 127325 0 0 0 0 0 0 0 127325 10032 55452 49369 12472 BERNARD HAMILTON X ACLU (AMERICAN CIVIL LIBERTIES UNION) 125 BROAD ST 18TH FLOOR NEW YORK NY 10004 NONE PUBLIC CHARITY GENERAL USE 10000 GIFFORDS LAW CENTER TO PREVENT GUN VIOLENCE 268 BUSH ST 555 SAN FRANCISCO CA 94104 NONE PUBLIC CHARITY GENERAL USE 10000 PARTNERS FOR WORLD HEALTH 40 WALCH DRIVE PORTLAND ME 04103 NONE PUBLIC CHARITY GENERAL USE 10000 PLANNED PRENTHOOD FEDWRATION OF AMERICA PO BOX 97166 WASHINGTON DC 20090 NONE PUBLIC CHARITY GENERAL USE 10000 USA FOR UNHCR 1310 L STREET NW STE 450 WASHINGTON DC 20005 NONE PUBLIC CHARITY GENERAL USE 10000 WORLD CENTRAL KITCHEN PO BOX 96538 WASHINGTON DC 20090 NONE PUBLIC CHARITY GENERAL USE 10000 60000 0 14 694 14 31707 18 -10843 0 21558 0 21558 0 0 0 0 0 0 0 0 0 0 X X 1 HAMILTON FAMILY TRUST 2360 MENDOCINO AVE A2317 SANTA ROSA CA 95403 53060 X X 1 PUBLICLY TRADED SECURITIES 53060 2023-05-03 ACCOUNTING 4300 0 4300 PART IV-GAIN (LOSS) FROM SALE OF SECURITIES PART IV THE ORGANIZATION HAD VARIOUS SALES OF SECURITIES DURING THEYEAR THAT IS SUMMARIZED ON PART IV AND STATEMENT 1. FOR PURPOSES OF STATEMENT 1 AND DUE TO TAX SOFTWARE LIMITATIONS, THEACQUISITION DATES SHOWN IS APRIL 2, 2023 AND APRIL 1, 2022FOR SHORT- TERM AND LONG- TERM TRANSACTIONS RESPECTIVELY.FOR SALES DATE, MARCH 31,2024 IS BEING SHOWN FOR BOTH SHORT-AND LONG-TERM TRANSACTIONS. DETAILS OF INDIVIDUALTRANSACTIONS ARE AVAILABLE UPON REQUEST. SANCTUARY WEALTH 264139 264139 SANCTUARY WEALTH 261 261 SANCTUARY WEALTH-MUTUAL FUNDS FMV 495372 495372 SANCTUARY WEALTH-EXCHANGE TRADED FUNDS FMV 304226 304226 BLUE OWL TECHNOLOGY FMV 38362 38362 BANK AND BROKERAGE FEES 180 150 30 CHANGE IN NET UNREALIZED GAINS AND LOSSES 100424 CASH OVERDRAFT 11102 45273 INVESTMENT 10292 10292 0 STATE TAX AND OTHER FILING FEES 75 0 75 EXCISE 2800 0 0 FOREIGN 521 521 0